Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.3B
AUM Growth
+$6.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$172M
3
+$158M
4
ABBV icon
AbbVie
ABBV
+$134M
5
CP icon
Canadian Pacific Kansas City
CP
+$116M

Top Sells

1
+$276M
2
+$213M
3
+$195M
4
SNPS icon
Synopsys
SNPS
+$154M
5
HD icon
Home Depot
HD
+$124M

Sector Composition

1 Financials 21.92%
2 Technology 16.88%
3 Industrials 13.41%
4 Healthcare 10.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.6M 0.03%
101,135
+5,442
302
$13.5M 0.03%
1,545,540
+376,162
303
$13.4M 0.03%
459,405
+64,700
304
$13.3M 0.03%
102,066
-2,390
305
$13.3M 0.03%
236,649
+214,079
306
$13.2M 0.03%
86,713
+11,207
307
$13.2M 0.03%
67,672
-1,443
308
$13.1M 0.03%
441,075
+24,731
309
$12.9M 0.03%
178,803
+2,869
310
$12.9M 0.03%
2,302,459
-2,308,739
311
$12.9M 0.03%
321,518
+99,026
312
$12.8M 0.03%
86,975
+8,030
313
$12.8M 0.03%
123,498
-10,078
314
$12.6M 0.03%
227,430
-26,753
315
$12.6M 0.03%
174,783
-8,451
316
$12.5M 0.03%
272,180
+74,912
317
$12.4M 0.03%
265,226
+19,533
318
$12.3M 0.03%
110,822
+19,921
319
$12.2M 0.03%
87,197
+6,103
320
$12.2M 0.03%
390,936
+8,100
321
$12.2M 0.03%
236,974
+35,379
322
$12M 0.03%
109,589
+29,921
323
$11.9M 0.03%
281,858
+18,944
324
$11.7M 0.03%
189,322
-2,084
325
$11.7M 0.03%
534,016
+14,602
11 12
13
14 15